About the Fund
The Apel Wealth Balanced Fund is designed for investors seeking a blend of capital appreciation and income generation through a diversified portfolio of carefully selected investments.
The Fund invests across equities, fixed income securities, and money market instruments to provide diversification, liquidity, and competitive long-term returns. By balancing growth-oriented
assets with income-generating investments, the Fund seeks to deliver sustainable wealth creation over time.
Minimum Subscription: 50 units
Offer Price: ₦1,000
Minimum Holding Period: 90 (Ninety) days. The minimum holding period commences from the date of Subscription.
Redemption:
Redemptions made within 90 days of subscription will attract a penalty of 20% on the accrued interest earned.
Redemption payments will be made within 48 hours after the relevant redemption documents have been submitted.
Benefits of investing in the Fund
- Diversified Portfolio
- Professional Portfolio Management
- Medium Risk Exposure
- Minimum Investment: N50,000